Experience and Expertise Our founder, Bradley Haupt, is one of the CA Bay Area's most experienced experts on tax and personal finance. He has been a guest on radio shows, president of the Bay Area Enrolled Agents chapter, publishes a quarterly newsletter, and speaks publicly. Matthew, Daniel, and Andrew, all Brad's sons, have joined the firm and follow the same disciplines as Bradley. They have already begun advising families and firms all over the Bay Area, contributing to the newsletter, started their own blog, have joined local networking organizations, and are speaking to organizations as well. For more than 30 years we have been helping ordinary Americans reach their financial goals. Our financial advisors have professional experience in all areas of personal finance, including investments, taxes, mortgages and insurance. Put our experience to work for you today. Call 925-248-6800 or email an Allied Tax advisor (contact@alliedtaxplanners.com) now. <- Why Allied Tax <- Personalized Solutions <- Philosophy and Values Experience and Expertise, top of page